MC
GS icon

Miles Capital’s Goldman Sachs GS Stock Holding History

Miles Capital’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,462
Closed -$350K – 212
2016
Q4 		$350K Sell
1,462
-304
-17% -$61.7K 0.21% 77
2016
Q3 		$285K Sell
1,766
-587
-25% -$95.4K 0.19% 80
2016
Q2 		$350K Sell
2,353
-3,201
-58% -$499K 0.24% 92
2016
Q1 		$872K Sell
5,554
-33
-0.6% -$5.1K 0.59% 42
2015
Q4 		$1.01M Sell
5,587
-108
-2% -$20.1K 0.69% 31
2015
Q3 		$990K Sell
5,695
-91
-2% -$17.8K 0.71% 30
2015
Q2 		$1.21M Buy
+5,786
New +$1.18M 0.79% 28

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Miles Capital's GS Position: Q1 2017 in Review

Miles Capital sold out of Goldman Sachs (GS) in Q1 2017, closing a stake of 1,462 shares — an estimated $350K sold.

Miles Capital first reported a position in GS in Q2 2015 and held it in 7 quarters. The position peaked at $1.21M in Q2 2015. 1,211 funds tracked by Wall St. Rank hold GS as of Q1 2017.

  • Miles Capital reported no remaining Goldman Sachs position as of Q1 2017 after selling out during the quarter.
  • Miles Capital sold 1,462 Goldman Sachs shares in Q1 2017, an estimated $350K.
  • Miles Capital first reported a position in Goldman Sachs in Q2 2015 and held it in 7 quarters.
  • Miles Capital's Goldman Sachs position peaked at $1.21M in Q2 2015.
  • 1,211 funds tracked by Wall St. Rank held Goldman Sachs as of Q1 2017.

Based on Miles Capital's 13F filing for Q1 2017, filed 12 May 2017.